How do I create visibility of open and won deal in my pipeline?

Wilson Edgar
Wilson Edgar Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

I have a rather different business where there are multiple steps to winning a deal.

Basically, a deal can be won at stage 4, and then over the course of the next 3 stages, it is possible to lose the deal still and or win a much bigger deal on that 7th stage.  

I want to show the deal as won after the 4th stage, but I want to have my pipeline as one view all the way to the 7th. 

Any suggestions on how to make that happen?

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited May 2021 #2

    Yes you can create a filter with open and won deals together.

    So you will see both in a single view.

  • anthony_cribbes
    anthony_cribbes Member Posts: 3 VERIFIED MEMBER
    Name Dropper First Comment
    #3

    Hi @Wilson Edgar did you end up finding a solution for this? Aside from the helpful 'yes it can be done' comment above, did you actually get an answer on how you do it?

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